Salesforce notes to Azure Blob Storage by COZYROC

This workflow establishes a seamless connection between Salesforce and Azure Blob Storage, facilitating the efficient transfer of notes created in Salesforce to a designated Azure Blob Storage container.

Setup Guide

This integration will pull notes from each Salesforce object specified in the Object List parameter. Depending on what value is set for the parameter File Type, the integration will then generate a zipped Excel xlsx or comma-separated values CSV file in the format Object_CurrentDate_Notes.zip for each object specified in the Object List parameter and then upload these zipped files to Azure Blob Storage.

To run this integration and connect Salesforce to Azure Blob Storage, it is necessary to configure the parameters that are mentioned below.

Salesforce

• Server URL Required. Specify the Salesforce service URL.
• Username Required. Specify a username in an email-like format.
• Password Required. Specify a password to access the Salesforce service.
• Security Token Required. Specify your Salesforce service security token.
• Object List Required. Specify the Salesforce service object name. Multiple object's names are comma separated e.g. Account, Contact, Case, etc.

Azure Blob Storage

• Server Host Required. Specify the storage account name in the server host url https://[account].blob.core.windows.net.
• Storage Account Required. Specify the storage account name.
• Shared Key Required. Specify the shared key.
• File Type Required. This parameter accepts values Excel or Comma Separated Values. The Default is set to Excel from the drop-down menu.
• Destination Folder Required. Specify the path to the destination folder ending with a trailing slash.

Note This integration only support Shared Key authentication type for Azure Blob Storage.